Is a Move REALLY Worth it?

The thought of change is not one that many relish.

Yet, when it comes to opening pathways to growth that may not exist with your current model or firm, considering change moves to the forefront.

And that’s when the anxiety level amps up.

Because changing firms or models can have both potential value and consequences.

Put another way, messing with the status quo can have the undesired effect of disrupting momentum or negatively impacting client relationships?

So how do you determine if change is REALLY worth it?

It often comes down to these 2 questions:

How badly do you want it? ??

How much do you really need it???

This week’s featured podcast episode dives into the topic, offering a process for assessing the potential risks and rewards of a transition. It’s an important topic for every advisor, whether you’re considering change or not, so be sure to listen in.

Likewise, our latest Advisor Transition Report provides a data-driven, comprehensive look at who’s moving where and why. Get your copy here…

Keep learning and growing,

Mindy

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